Investment Criteria

We provide funding for growth financing of existing businesses, management–led buyouts, acquisition financings, and minority recapitalizations.

Our investment criteria are:

• Excellent Management: Management teams with a proven record of achievement, exceptional ability, unyielding determination, and unquestionable integrity.
• Investment Size: $2 million to $20 million of equity capital. We occasionally partner with other investors to engage in larger transactions.
• EBITDA: Near–profitable to $10 million.
• Growth: Historical growth of at least 20% per year, sustainable into the future.
• Market Size: Growing rapidly or large enough to allow company to achieve $100 million in revenues.
• Industry: Diverse industries.
• Location: United States, though most focused on the Southwest, Southeast, Midwest and Mountain Regions.

We will not consider investments in: startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies / turnarounds, and companies in which significant senior management is departing.

If you have a business and financing need that meet the criteria above, we would be pleased for you to contact us regarding your financing need.